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Strategic Investment Advisors / MI: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on PHM, newest first. How the timeline and the estimate are built.

Strategic Investment Advisors / MI held 8,859 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,859 shares
    Change vs previous 13F -3,111 shares

    0.07% of the 13F portfolio, value $1,215,592.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,970 shares
    Change vs previous 13F +7,731 shares

    0.1% of the 13F portfolio, value $1,407,734.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,239 shares
    Change vs previous 13F -375 shares

    0.04% of the 13F portfolio, value $497,068.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 4,614 shares
    Change vs previous 13F -346 shares

    0.07% of the 13F portfolio, value $609,649.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,960 shares
    Change vs previous 13F -897 shares

    0.05% of the 13F portfolio, value $517,070.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,857 shares
    Change vs previous 13F -514 shares

    0.06% of the 13F portfolio, value $602,100.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,371 shares
    Change vs previous 13F -817 shares

    0.07% of the 13F portfolio, value $693,802.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,188 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,031,694.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).